Wealth Management Professional
1 day ago
Wealth Management Opportunity
At Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of dedicated professionals. With a strong background in wealth management and a passion for delivering exceptional client experiences, you'll thrive in this role.
Key Responsibilities
- Develop and implement personalized wealth management strategies for clients
- Build and maintain strong relationships with clients through regular meetings and calls
- Educate clients on our range of products and services
- Promote the value proposition of Investment Planning Counsel
Requirements
- Relationship-building skills with a commitment to long-term client relationships
- Ability to leverage technology to enhance client experiences
- Strong desire for performance-driven compensation
- Self-motivated and entrepreneurial personality
- Post-secondary education in Business and/or 3-5 years of industry experience
- Completion of CSC/IFIC required
- IIROC licensed
- Professional accreditation (CFP, CIM, or equivalent) considered an asset
About Us
Investment Planning Counsel is one of the fastest-growing independent wealth management companies in Canada, with over 40 branches across the country. We're a diverse group of professionals driven by a shared goal: helping advisors build a better business through a remarkable client experience.
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